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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-11-24 |
| TX | RA | APPROVED_RES | 2020-01-08 |
| NJ | RA | APPROVED | 2017-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 06/2017 | Present |
| Allegheny College | Meadville | PA | 08/2013 | 05/2017 |
| Subsystem Technologies | Hopatcong | NJ | 05/2015 | 01/2017 |
| Bank Of America, N.A. | Florham Park | NJ | 08/2017 | Present |
I*118227 For profit or not for profit: Non-Profit Organization Name of outside business organization: Friends of Allegheny Football Investment related: No Address of business: Pittsburgh, Pennsylvania 15237 Nature of business: Charitable Organization, Start date of relationship: 11/1/2018 Number of hours devoted: 2 hrs Mthly Number of hours devoted during trading hours: 0 Duties: Fundraising benefiting the Allegheny College, College football team. My Role: Secretary and voting board member. I*3184295 Entity Type: Charitable Name of OBA: E. A. A. Memorial Foundation Address: Weehawken, New Jersey, 7086 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 12/15/2025 Number of Hours: 20, Yearly Number of Hours during trading: 1, Yearly Duties: Charitable organization aimed at providing a scholarship to a local high school student in the Bangor, PA area in honor of E. A. A. as well as providing support to other local charities. I will be the secretary on the board of directors for the foundation. My expected role will be to document any decisions made by the board or voted on by the board. It will also be to help schedule board meetings and keep the minutes for those meetings. The scholarship which has not been established yet will be a blind resume voting system from the board members as decided on by the board.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-17 |
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